See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,066 | $60,323+17.8% | $81,812-13.1% | $74,495-4.6% |
| Participation rate | 53.9% | 62.9%-8.9pp | 72.3%-18.4pp | 67.2%-13.3pp |
| Annual return | 12.08% | 16.90%-4.8pp | 773.79%-761.7pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $297 | $2,620-88.7% | $2,912-89.8% | $2,623-88.7% |
| Participant deferral / active EE | $9,600 | $3,387+183.4% | $4,319+122.3% | $4,346+120.9% |
| Admin fee / account holder | $308 | $1,486-79.3% | $7,386-95.8% | $1,942-84.1% |